President's Message

Chapter/President's Message (continued)


I especially want to thank Janet Angeletti for her upcoming presentation on Tuesday, February 20, 2024.  Our tax session is devoted to both business and individual taxes.  It is designed to be a practical, informative and engaging session covering current issues and planning ideas. 

     Our Chapter has established a new location for our meetings at the Palm Beach Gardens library – 11303 Campus Drive, PBG 33410.  We will use the meeting room that is adjacent to the Information Desk.  Refreshments will be served along with light food selections.  

    I would like to point out a great book that is featured in both Strategic Finance (SF) and in the IMA website.  The book, The Leadership Accelerator, is a valuable toolkit for new and aspiring leaders to get up to speed.  The website article highlights 10 lessons for aspiring and first-time managers, executives and other leaders.  I should also note a fantastic book, Quotes and Ladders, written by our own chapter member Gregory F. Pashke.  This book will guide you with a weekly quote & question journal to fire up your business one spark at a time.  A copy of this book will be raffled off at our February meeting.

      As I highlighted in my last message, I realize there are many online options to get CPE, but I’d like to emphasize the networking benefit of our Chapter.  I continue to hope many of you will come and meet other financial professionals and to learn of the resources and experience that they may bring to you.  I look forward to seeing you at our Tax Update meeting in February.